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NewEdge Advisors Portfolio holdings

AUM $22B
1-Year Est. Return 20.34%
This Quarter Est. Return
1 Year Est. Return
+20.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8B
AUM Growth
+$4.29B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,384
New
Increased
Reduced
Closed

Top Buys

1
+$44.8M
2
+$30.4M
3
+$29.3M
4
ED icon
Consolidated Edison
ED
+$29.2M
5
HON icon
Honeywell
HON
+$28.1M

Top Sells

1
+$40.7M
2
+$32.5M
3
+$29.9M
4
ADM icon
Archer Daniels Midland
ADM
+$27.5M
5
WM icon
Waste Management
WM
+$27.3M

Sector Composition

1 Technology 11.78%
2 Healthcare 6.33%
3 Financials 5.98%
4 Consumer Discretionary 4.55%
5 Industrials 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$2.08M 0.03%
21,972
-13,778
527
$2.08M 0.03%
59,277
+6,531
528
$2.08M 0.03%
27,489
+5,139
529
$2.06M 0.03%
+41,885
530
$2.05M 0.03%
66,514
+36,580
531
$2.05M 0.03%
54,364
+22,047
532
$2.04M 0.03%
87,763
-28,512
533
$2.03M 0.03%
31,655
+3,833
534
$2.02M 0.03%
100,423
+8,732
535
$2.02M 0.03%
37,474
-1,322
536
$2M 0.03%
4,034
-344
537
$2M 0.03%
112,070
+21,251
538
$2M 0.03%
8,842
+1,536
539
$1.99M 0.02%
55,244
+35,289
540
$1.98M 0.02%
24,610
-1,504
541
$1.98M 0.02%
62,510
+17,611
542
$1.98M 0.02%
50,657
+4,644
543
$1.98M 0.02%
33,091
+680
544
$1.97M 0.02%
49,489
+2,150
545
$1.95M 0.02%
36,510
+287
546
$1.95M 0.02%
11,426
-784
547
$1.94M 0.02%
16,941
+1,193
548
$1.93M 0.02%
36,362
+17,551
549
$1.93M 0.02%
45,430
+23,843
550
$1.93M 0.02%
27,694
+3,881
20 21
22
23 24